Advisor at Brown Edwards Wealth Strategies
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lynchburg, VA 24504
Credentials
Series 65
Industry experience
10 years
Mark Wiseman is a financial advisor at Brown Edwards Wealth Strategies with 10 years of industry experience. He holds a Series 65 designation and has been associated with Brown Edwards and its related entities since 2015. Outside of advising, he is a partner and CPA at Brown, Edwards & Company, LLP, a role he has held since 1989. Brown Edwards Wealth Strategies provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, utilizing diversified, passively managed mutual funds and ETFs.
Based on Brown Edwards Wealth Strategies
Based on Brown Edwards Wealth Strategies
$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $3,000,000: 0.50% $3,000,001 - $5,000,000: 0.40% $5,000,001 - > $5,000,000: 0.35%
Certain individuals are licensed insurance agents and may receive commissions from insurance products sold separately; insurance commissions are separate from advisory fees
Account minimum: $500,000 for Investment Management Services; $1,000,000 for Employee Benefit Plan Services (ERISA Section 3(21) advisory services) Minimum fee: $5,000 minimum annual fee for Investment Management Services; $5,000 minimum annual fee for Employee Benefit Plan Services (3(21) advisory) Fee-only: Investment advisory fees as a percentage of AUM; no commissions charged by BEWS
828 Main Street, Suite 1401
Lynchburg, VA 24504
Virginia · West Virginia
Brown, Edwards & Company LLP
2017 - Present (9 years)
Alliance Wealth Strategies Dba Brown Edwards Wealth Strategies
2015 - Present (11 years)
Brown, Edwards & Company, Llp
1989 - 2017 (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
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Proper financial planning begins with understanding you, your family, and your life. We take the time to learn what’s important to you and then build a plan designed to help you reach your goals with confidence.
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